Wealthspire Advisors (New York)’s SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,444
| Closed | -$910K | – | 818 |
|
|
2024
Q3 | $910K | Sell |
18,444
-5,669
| -24% | -$280K | 0.01% | 388 |
|
|
2024
Q2 | $1.11M | Sell |
24,113
-1,984
| -8% | -$91.4K | 0.01% | 301 |
|
|
2024
Q1 | $1.25M | Sell |
26,097
-328
| -1% | -$15.8K | 0.02% | 279 |
|
|
2023
Q4 | $1.23M | Buy |
26,425
+126
| +0.5% | +$5.88K | 0.02% | 279 |
|
|
2023
Q3 | $1.04M | Sell |
26,299
-502
| -2% | -$19.9K | 0.02% | 275 |
|
|
2023
Q2 | $1.2M | Sell |
26,801
-31,159
| -54% | -$1.39M | 0.02% | 223 |
|
|
2023
Q1 | $2.47M | Sell |
57,960
-1,742
| -3% | -$74.4K | 0.04% | 132 |
|
|
2022
Q4 | $2.35M | Buy |
59,702
+17,059
| +40% | +$672K | 0.04% | 136 |
|
|
2022
Q3 | $1.65M | Sell |
42,643
-18,882
| -31% | -$729K | 0.03% | 164 |
|
|
2022
Q2 | $2.49M | Buy |
+61,525
| New | +$2.49M | 0.05% | 127 |
|
|
2021
Q4 | – | Sell |
-38,261
| Closed | -$2.33M | – | 587 |
|
|
2021
Q3 | $2.33M | Buy |
+38,261
| New | +$2.33M | 0.05% | 148 |
|